See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,582 | $106,749-32.9% | $145,433-50.8% | $82,448-13.2% |
| Participation rate | 72.6% | 75.6%-3.1pp | 82.1%-9.5pp | 68.1%+4.5pp |
| Annual return | 18.68% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,742 | $3,444-49.4% | $4,554-61.8% | $2,551-31.7% |
| Participant deferral / active EE | $4,877 | $6,519-25.2% | $7,897-38.2% | $4,139+17.8% |
| Admin fee / account holder | $3,090 | $8,390-63.2% | $13,129-76.5% | $7,234-57.3% |